Theme Pack Presentation Overview:

Want to learn more about this Theme Pack? Click the video to the left to get an overview! Combined presentation time: 5h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 5 presentation videos 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this Theme Pack:

* FP Canada - 5 Financial Planning & 2 Professional Responsibility credits * Advocis - 5 IAFE Approved & 2 Ethics credits * MFDA - 1 Professional Development & 2 Business Conduct credits * CSI - 1 Professional Development & 2 Compliance credits * FSRA - 5 FSRA Approved credits * ICS - 5 Life Insurance credits * ICM - 5 Life Insurance credits & acceptable to many other organizations.

Curriculum

7 Chapters · 20 Lessons

  1. 1

    2024 Financial Planner: Advanced Theme Pack - 5 Credits

    1. (Included in full purchase)

      Financial Planner: Advanced Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    A - Building Strong Client Connections with Your Brand - April Levitt & Kelly Maxwell, The Personal Coach

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    B - Expert Navigation & Personalized Healthcare Solutions - Kevin Brady, Advica Health

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    C - Financial Planning: Optimize Advise & Succeed - Raphi Zaionz, MyGoals

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  5. 5

    D - The Shocking Uses of Reverse Mortgages - Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    E - Do Not Ignore Your Mortality - Greg Barnsdale, Do Not Ignore Your Mortality

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    Congratulations

    1. (Included in full purchase)

      Congratulations

Alan Hoffman

About your MC: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 450 presentations to learn from.  Today, CE-credits.ca is the #1 CE Provider in Canada.

2024 Financial Planner: Advanced Theme Pack - 5 Credits

Enhance your expertise! This Theme Pack offers seasoned advisors (15+ years) amazing, insightful, and relevant information for your clients. Earn CE Credits effortlessly—just watch engaging presentations, anytime, anywhere, and on any device. Join to explore new information.  Click “Start Theme Pack Now” to get started!

$95.00

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